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Debra Lynn Konieczny

Capital Advisors, Inc.

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About Debra Lynn Konieczny

Debra Konieczny is a financial advisor with over 20 years of experience in the industry. Debra currently works with Capital Advisors, Inc. and has a background in portfolio management for individuals, businesses, and investment companies. Debra holds Series 63, 66, 7, 24 and 53 licenses. Debra has worked for several other firms in the past and is registered to provide financial advice in both Oklahoma and Texas.

Firm Information

Debra Konieczny is currently registered with Capital Advisors, Inc.. Capital Advisors, Inc. is an investment advisor based in Tulsa, Oklahoma. The firm provides financial planning, selection of other advisors, and portfolio management services to high-net-worth individuals, individuals other than high-net-worth, corporations, and other businesses, investment companies, charitable organizations, and pension and profit sharing plans. The firm has over $5.5 billion in regulatory assets under management.
Capital Advisors, Inc.

2222 SOUTH UTICA PLACE

TULSA, OK 74114

$5.50B

Assets Under Management

Not reported

Total Clients

35

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Debra Konieczny’s Registration & Firm History

OK

11/17/2022 - Present

Capital Advisors, Inc. (TULSA OK)

OK

01/02/2018 - 10/31/2022

QUASAR DISTRIBUTORS, LLC (Oklahoma City OK)

OK

03/07/2011 - 10/02/2017

MINSHALL & COMPANY INC. (TULSA OK)

OK

06/19/2008 - 03/01/2011

MML INVESTORS SERVICES, LLC (OKLAHOMA CITY OK)

OK

03/09/2004 - 06/05/2008

EDWARD JONES (EDMOND OK)

CA

07/16/2002 - 03/16/2004

WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)

MO

09/29/1999 - 07/08/2002

EDWARD JONES (ST. LOUIS MO)

MA

01/01/1998 - 11/02/1999

BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)

NA

02/26/1997 - 01/01/1998

NATIONSSECURITIES

TX

07/30/1996 - 03/05/1997

INVESTORS BROKERAGE OF TEXAS, INC. (WACO TX)

NA

09/14/1995 - 07/09/1996

FIRST INTERSTATE INVESTMENTS,INC.

CA

07/21/1994 - 11/17/1995

ESSEX NATIONAL SECURITIES, INC. (NAPA CA)

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Licenses & Designations

BOTH

Issued 08/13/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/17/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/29/2008

Series 53 - Municipal Securities Principal Examination

BC

Issued 07/17/2008

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/20/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Debra Lynn Konieczny.
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